中際旭創(300308.SZ):部分重點客户已給出了2025年的遠期規劃並已提出2025年批量部署1.6T用於AI算力的需求
格隆匯8月28日丨中際旭創(300308.SZ)於2023年8月27日下午20:00-21:00召開電話會議,問答環節中,就“2025、2026年800G的需求會是怎樣一個趨勢?”
公司表示,不同的客户需求節奏不同。部分重點客户已給出了2025年的遠期規劃並已提出2025年批量部署1.6T用於AI算力的需求。還有些重點客户會在2025年才開始大規模部署800G用於AI算力架構。客户目前暫未給我們2026年更遠的需求指引,但伴隨未來流量和算力的日益增長和對帶寬的需求的持續提升,相信未來行業對更高速率的光模塊需求還會持續增加。
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